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Wednesday 10 June 2026
TXC eyes 30% optical module share by 2027
AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
Wednesday 10 June 2026
WD pushes toward 100TB hard drives as AI storage demand surges
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
Wednesday 10 June 2026
Aker to expand capacity by 20% as auto demand drives growth

Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

Wednesday 10 June 2026
TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
Wednesday 10 June 2026
World Cup demand and advertising economics keep TV prices stable despite rising memory costs
Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
Wednesday 10 June 2026
AI equipment, telecom upgrades lift network equipment vendors in May
Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...
Wednesday 10 June 2026
EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
Wednesday 10 June 2026
WinWay revenue rises on AI and HPC demand
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to...
Wednesday 10 June 2026
AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
Wednesday 10 June 2026
Malaysia electronics exports seen rising through 2026 despite trade and cost pressures
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the...
Wednesday 10 June 2026
Flytech pivots from POS hardware to all-scenario payment and edge-computing systems
Flytech announced a strategic shift from being primarily a point-of-sale hardware supplier toward a systems-provider model focused on payments, edge computing, and recurring services...
Wednesday 10 June 2026
PCIM 2026: Every company is now a semiconductor company
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
Tuesday 9 June 2026
Adata, Macronix report record May revenue amid rising memory demand, prices
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
Tuesday 9 June 2026
PCL Technologies targets CPO as Penang plant nears completion
Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....
Tuesday 9 June 2026
Chief Telecom eyes stronger second half on AI data center demand
Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off...